Firm continues to attract top talent as business grows in key markets
WAUKESHA, Wis. (November 17, 2014) – Prairie Financial Group, announced today that it continues to expand in the Midwest market by hiring Anthony Preman, Terry Doyle and Michele Young. The three new team members collectively bring over 60 years of portfolio and wealth management experience to the firm.
This announcement follows steady growth which has been fueled by adding a healthy blend of new relationships to an existing compliment of generational client retention. “The industry is responding to a fresh approach to managing wealth. When you combine our uncommon expertise, and the ability to partner with investment advisors, you create a new perspective,” said Kristin Reilly president of Prairie Financial Group.
“The addition of Anthony, Terry and Michele to the team reflects Prairie Financial Group’s ongoing commitment to provide an outstanding level of service to our clients,” added Reilly. “To have professionals of this caliber join our firm is also indicative of our ability to attract top talent, while supporting the needs and goals of our clients.”
Anthony Preman, director of fiduciary services, comes to Prairie Financial Group from Morgan Stanley Wealth Management where he was an investment advisor. He brings more than a decade of financial services experience, which includes investments, estates, trust administration and corporate retirement planning. He will work closely with prospective clients to understand their business needs and tailor a solution to support those specific needs by offering a holistic range of financial services and advice.
Preman earned a master’s degree from Hampton College and has held Series 7, Series 63 and Series 65 licenses from FINRA, as well as being life and health insurance licensed. Preman and his family currently reside in Brookfield.
Terry Doyle, senior director – fiduciary services, has more than 25 years of experience in the financial services business. Prior to joining Prairie Financial Group, Doyle was Vice President/Wealth Advisor for BMO Private Bank. In his new role, he will work with prospective clients to develop both directed and delegated trusts.
Doyle holds a bachelor’s degree in Economics and an MBA, both from Marquette University. In addition, he has held Wisconsin life and health insurance licenses. He and his wife currently reside in Sussex, and he is active in the community, serving as an at-large board member for Habitat for Humanity Wisconsin.
Michele Young, sr. trust administrator, joined Prairie Financial Group from BMO Private Bank and has over 25 years of trust administration experience. In her new role, she will be responsible for personal trust administration.
Young earned her bachelor’s degree in economics/finance from Augusta State University and holds a Certified Trust & Financial Advisor designation. She and her husband currently reside in Waukesha, and she is active in the community serving on the Board of Directors for the Friends of Boerner Botanical Gardens, as Treasurer for St. Matthias Episcopal Church, Waukesha, as a volunteer/Big Sister for Big Brothers & Big Sisters of Metro Milwaukee, and as a volunteer for the National MS Society – Wisconsin Chapter.
Prairie Financial Group, a division of Waukesha State Bank, has been in business for 40 years and has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with and enhance their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.